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BGRN icon

Impact Investors’s iShares USD Green Bond ETF BGRN Stock Holding History

Impact Investors’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.58M Buy
201,844
+32,177
+19% +$1.53M 7.01% 4
2026
Q1 		$8.05M Buy
169,667
+16,888
+11% +$809K 5.59% 5
2025
Q4 		$7.32M Sell
152,779
-4,320
-3% -$208K 5.08% 5
2025
Q3 		$7.56M Buy
+157,099
New +$7.5M 4.98% 5

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Impact Investors's BGRN Position: Q2 2026 in Review

Impact Investors increased its iShares USD Green Bond ETF (BGRN) stake by 19% in Q2 2026, buying an estimated $1.53M and bringing the position to 201,844 shares worth $9.58M. The position accounts for 7.01% of the portfolio, ranked #4.

Impact Investors first reported a position in BGRN in Q3 2025 and has held it in 4 quarters since. 132 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Impact Investors held 201,844 shares of iShares USD Green Bond ETF worth $9.58M as of Q2 2026.
  • Impact Investors bought 32,177 iShares USD Green Bond ETF shares in Q2 2026, an estimated $1.53M.
  • iShares USD Green Bond ETF made up 7.01% of Impact Investors's portfolio in Q2 2026, its #4 holding.
  • Impact Investors first reported a position in iShares USD Green Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 132 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.